Financial Planning for Mid-Career Physicians

Concierge Tax, Financial, and Retirement Planning Programs Designed Specifically for Physicians aged 35-55

Building a career in medicine is challenging - there’s no way to shortcut the amount of time and sacrifice that is required. But once you’ve made it through medical school, residency, further training, and your early attending years, you’ve likely found a professional groove and begun executing your broader life plans.

Our goal is to make high quality financial planning accessible. We work with physicians across the country in the prime years of their career to maximize their financial situation; we can help you prepare tax returns, invest dollars wisely, and build the wealth and life plan that fits your story. Money is just a tool - it’s how we use it that matters most.

  • Maximize Your Career

    As your career hits its stride, more of life begins to unfold. This is your opportunity to build the career you want for yourself. Whether through practice buy-ins, specialty shifts, contract negotiation, or moving into industry and research, we can help the financial puzzle fit.

  • Wealth, Tax, & Investment Complexities

    As earnings grow, so too do opportunities to build lasting wealth. Whether buying rental homes, expanding your practice, or any part of life in between (marriage, children, divorce), financial and tax life can get complicated; we keep you organized so you can spend time efficiently.

  • Living a Full Life

    Each doctor has their own unique story, and they want to build a life unique to them. Whether your wish is to grow your practice larger, or just have a comfortable life for your family, we’re here to be your financial problem solvers to help you make it a reality.

Steven K. Howell,
CPA, CFP

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a successful doctor takes years of training, and requires skill, dedication, and resiliency. We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

Across the country we work with physicians in many specialties and various points in their career. All of our services are tailored to your needs and come with access to our mobile planning app. Costs and fees can be found here. Message us below if you’re interesting in having a conversation to get to know each other.